At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Empire Benefits Solutions provides the ultimate employee benefits consulting services for mid to large sized companies, serving as an essential partner in your success. Our in-depth analysis of your organization and its requirements enables us to custom design the perfect solution, taking particular care to carve out the exact pieces of the benefit plan that perfectly matches your employees’ needs. From managing employees and attracting and retaining talent to communicating with employees on benefits in a manner that maintains morale and displays appreciation, Empire Benefits Solutions’ comprehensive and extensive knowledge of benefits, HR and processing ensures employee satisfaction, establishes an allied environment, and builds a streamlined foundation of support for your success.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.

Meeker Sharkey & Hurley, situated in the heart of New York, NY, is a distinguished insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, this office boasts extensive expertise in catering to the needs of local and regional employers. Their commitment to excellence is reflected in their diverse client portfolio, which includes prominent entities such as The Arc of Union County, a leader in individual and family services with over 180 participants, and Trinitas Regional Medical Center, a major player in the hospitals industry with a participant count exceeding 590. This dynamic location excels across multiple industries, demonstrating a profound understanding of the unique challenges and opportunities presented by the healthcare and service sectors. Their comprehensive approach extends to fostering strong relationships with clients, ensuring that each employer receives tailored solutions aligned with their specific requirements. As a key player in the insurance landscape, Meeker Sharkey & Hurley operates as part of a local brokerage firm, solidifying their commitment to the community and enabling them to provide personalized, hands-on service. Employers seeking a reliable partner in navigating the complex landscape of benefits will find a strategic ally in this New York-based Meeker Sharkey & Hurley office.

Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

Corporate Synergies is a national insurance and employee benefits brokerage & consultancy. We deliver strategies that control costs, relieve administrative burdens and mitigate risk. Our benefits & insurance experts develop a deeper understanding through established listening posts in all areas of our competencies, fueling our ability to better execute. We have won numerous awards and are recognized for our level of service and innovative programs. Corporate Synergies has also been designated as a Business Journal “Top Places to Work” company. We operate nationally from five U.S. locations, including our headquarters in Camden, New Jersey; and regional offices in New York City; Melville, New York; Bethesda, Maryland; and Orlando, Florida. Corporate Synergies | 1.877.426.7779 | www.corpsyn.com

Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.

Zev Retek's New York, NY office is a trusted insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office has established itself as a valuable resource for local and regional employers. Their expertise in tailoring benefit solutions to meet the unique needs of businesses in the area is unmatched. One of the standout features of Zev Retek's New York office is their impressive client portfolio, which includes B & H Foto & Electronics Corp, a prominent player in the retail trade industry. Serving more than 1980 participants in this sector, Zev Retek has demonstrated its ability to provide tailored benefit solutions that cater to the specific requirements of retail businesses. Their extensive knowledge and experience across retail trade industries make them a go-to choice for employers in this field. What sets this office apart is its affiliation with a local brokerage firm, which enables them to tap into valuable local insights and resources. This local connection strengthens their ability to provide personalized and effective benefit solutions that align with the unique business landscape of New York. For employers seeking comprehensive and customized benefits packages, Zev Retek's New York office is a reliable partner known for its expertise, client-focused approach, and strong track record in the industry.